Agency Sales Coordinator-Bilingual Spanish/English

Combined, a Chubb Benefits Company; Miami (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Combined, a Chubb Benefits Company is seeking an Agency Coordinator to prospect for new customers and support current clients in selling insurance products within a specific geographic area.

The role includes identifying and onboarding new independent agents, assisting with sales calls, and guiding agents through the sales process to meet business objectives.

Qualifications

• Obtaining a Life, Accident and Health license is required prior to appointment.
• Strong prospecting and relationship-building skills.
• Ability to present sales materials effectively.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, and policyholders.
• Build relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production for the year.
• Conduct sales presentations consistent with needs assessment.
• Knowledge of company products and sales process.
• Present company sales materials clearly and efficiently.
• Demonstrate the sales process to customers.
• Handle service calls or route to appropriate channel.
• Field train and accompany assigned independent agents.
• Support new agents in understanding the sales process.
• Assist with appointment setting and planning for agents.
• Mentor and coach established agents during field visits.
• Report operation issues promptly when setting up new business.
• Cultivate entrepreneurial spirit to build independent agency.

Skills

Sales

Training

Communication

Mentoring

Education

Life/Health Insurance License

Job description

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell Insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area.

The Agency Coordinator is also responsible for helping in the identifications and appointment of new independent agents assigned to support and accompany them to sales call, support in the presentations and setting up the business along with them.

Responsibilities

Individual and Group Sales including personal and team production

• Generate new Customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders.
• Build customer relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated.

Conduct Sales presentations consistent with new Customer Needs and Assessment approach

• Has knowledge of Company products.
• Can efficiently present Company sales materials.
• Can effectively demonstrate the Company's Sales Process.
• Service customer service calls or refer to appropriate channel.

Agent Field Training

• Field train and accompany all assigned Independent Agents as needed and requested by agent.
• Support each New Agent to develop a solid understanding and foundation of the sales process.
• Support Agents in assignment planning/appointment setting, as needed by agent.
• Mentor and coach established Agents by conducting field training or accompanying them during Sales visits as needed.
• Promptly report any operation issues in setting up a new piece of business
• Entrepreneurship: Entrepreneurial spirit to build their own independent agency.
• Execute the Sales System: Executing Ability to meet or exceed assigned Sales goals consistently.
• Effective Communication: Professional verbal and written communication skills, affinity to the value of personal brand.
• Goal Setting: Demonstrate personal initiative and goal oriented.
• Obtaining a Life, Accident and Health license is required prior to being appointed.